Connect Callingly and Lofty
Integrate Callingly with Lofty to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Callingly + Lofty flows
Start from a real workflow other teams are already running.
Choose a trigger
Callingly
When this happens...
Call Ends
New Lead Is Created
Lead Is Updated
Choose an action
Lofty
Automatically do this!
Create New Lead
Add Note to Lead
Update Lead
Search Leads
Send Email To Agent
Send SMS to Sales Agent
Create Agent
List Transactions
Create Task for Lead
Create New Lead in Lofty when Call Ends in Callingly
Use this flowAdd Note to Lead in Lofty when Call Ends in Callingly
Use this flowUpdate Lead in Lofty when Call Ends in Callingly
Use this flowSearch Leads in Lofty when Call Ends in Callingly
Use this flowSend Email To Agent via Lofty when Call Ends in Callingly
Use this flowSend SMS to Sales Agent via Lofty when Call Ends in Callingly
Use this flowCreate Agent in Lofty when Call Ends in Callingly
Use this flowList Transactions from Lofty when Call Ends in Callingly
Use this flowCreate Task for Lead in Lofty for the Lead when Call Ends in Callingly
Use this flowCreate New Lead in Lofty when New Lead Is Created in Callingly
Use this flowSupported Triggers & Actions
Everything you can automate between Callingly and Lofty.
When this happensTriggers
A trigger is an event that starts a workflow.
Call Ends
Runs when call ends
New Lead Is Created
Runs when new lead is created
Lead Is Updated
Runs when lead is tagged or its status is updated.
New Lead Is Added
Runs when new lead is added
Lead Updated
Runs the workflow automatically whenever a contact is updated in Lofty.
Lead Pipeline Changed
Runs the workflow automatically whenever a lead's pipeline stage changes in Lofty.
Do thisActions
Action is the task that follows automatically within your Callingly integrations.
Create Client
Create a new client and return the client's details.
Call Lead
Connect a lead to the first available team member by phone.
Schedule Call
Create or update a lead and schedule your team to call them at a chosen time.
Create Team
Create a new team
Create New Lead
Create a new lead
Add Note to Lead
Add a note to a lead
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Callingly
Callingly is a powerful tool designed to help businesses connect with leads instantly by automating the process of making phone calls. It ensures that sales teams can respond to inquiries quickly, improving conversion rates and customer satisfaction.
Learn more
About Lofty
Lofty is a cloud-based tool for creating, organizing, and tracking tasks and projects.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Callingly and Lofty accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Callingly and Lofty as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Lofty. No coding required.
Yes. You can set up a workflow where Callingly triggers actions in Lofty, and a separate workflow where Lofty triggers actions in Callingly. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Callingly and Lofty. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Callingly and Lofty integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
